When Boring Alpha Becomes Exciting (again)
- Cédric Kohler
- 29 oct.
- 1 min de lecture
In my discussions with investors, because they anticipate their portfolio volatility to be likely dominated by Equities, finding a source of uncorrelated equity returns has been at the fore front of their agenda. For many, 2026 will not be like 2025!
Luckily for them, it turns out that the Equity Market Neutral strategy has staged a massive turnaround over the last 5 years and what many considered boring is now becoming exciting again.
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